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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 7900 N. SAM HOUSTON PKWY 110 · HOUSTON, TX 77064 | Actuarial | $109,358 |
Service code 13 · EIN 86-0785790 2425 N. CENTRAL EXPRESSWAY 120 · RICHMOND, TX 75080 | Contract Administrator | $94,055 |
CONNER & WINTERS4 years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 808 TRAVIS STEET, 23RD FLOOR · HOUSTON, TX 77002 | Legal | $91,470 |
MORGAN STANLEY SMITH BARNEY3 years Service code 28 · EIN 26-4310632 1400 CIVIC PLACE 200 · SOUTHLAKE, TX 76092 | Investment Management | $66,915 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 28 · EIN 41-1416330 100 CRESCENT CT SUITE 1500 · DALLAS, TX 75201 | Investment Management | $42,443 |
Filed as: HARPER & PEARSON COMPANY, PC Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1900 · HOUSTON, TX 77056 | Accounting | $39,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 1.20% | 6.41%-5.2pp | 8.01%-6.8pp | 11.45%-10.3pp |
| Employer contribution / active EE | $7,013 | $11,592-39.5% | $29,475-76.2% | $17,219-59.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |